See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,795 | $95,266+22.6% | $82,389+41.8% | $142,382-18.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 5.28% | 25.74%-20.5pp | 28.67%-23.4pp | 217.08%-211.8pp |
| Employer contribution / active EE | $5,200 | $2,991+73.8% | $2,517+106.6% | $4,299+21.0% |
| Participant deferral / active EE | $3,610 | $4,809-24.9% | $4,155-13.1% | $6,507-44.5% |
| Admin fee / account holder | $551 | $8,563-93.6% | $7,231-92.4% | $12,624-95.6% |